This chapter explores the concept of resistance to change in financial planning and highlights the importance of recognizing and addressing it. It discusses the use of evidence-based techniques, such as motivational interviewing, to overcome resistance and engage clients more effectively. The chapter also mentions upcoming announcements about partnerships and encourages listeners to get involved with the psychology of financial planning website.
Dr. Charles and Dr. Brad talk about the steps that advisors can take to get their current clients to go from inaction to action, whether it is make a decision, adopt a financial plan, or adjust their behaviors so they are consistent with their plan. They also talk about tools and techniques to use with new clients so they do not "get stuck" in their current relationship with you, their financial planner.